Case Underwriter II

Trustmark • Lake Forest, IL

12d • $62,947 - $90,924

About The Position

We are looking for a Case Underwriter II. Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.

Requirements

• Bachelor’s Degree and/or 2 – 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience.

Responsibilities

• Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory.
• All cases are reviewed with manager or higher level underwriter until proficiency is achieved.
• At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium.
• Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk.
• Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases.
• Continually asks questions to grow and better understand our products and procedures.
• Develops and grows relationship with Implementation Managers to gain their confidence in decisions.
• Understands non-standard broker arrangements and enrollment company strengths and weaknesses.
• Identifies elements of a successful enrollment and makes recommendations that will create value.
• Works with reinsurer on cases that require facultative review.

Benefits

• Health/dental/vision
• life insurance
• FSA and HSA
• 401(k) plan
• Employee Assistant Program
• Back-up Care for Children, Adults and Elders
• many health and wellness initiatives
• Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level